Toll Free: 1-844-274-3759
606 - 2nd Street SE
Medicine Hat, AB
Toll Free: 1-855-649-1888
I have been working with the Bank of Montreal since 2013, where I have held several positions. I recently held the positon of Financial Services Coordinator, where I welcomed clients to the bank, booked appointments, as well as provided support to the Financial Service Managers. I was also responsible for daily audit and compliance tasks. This position helped me to grow in my knowledge of the Bank of Montreal’s businesses and to anticipate various clients’ needs. I enjoyed this position as I formed relationships with the clients and became a stronger team player, which made for an easy transition to the Wealth Management side of the Bank of Montreal, here at BMO Nesbitt Burns.
When I am not at work I enjoy sitting at home with a cup of coffee and a really good book.
Toll Free: 1-855-649-1888
Carlee has been employed with BMO Nesbitt Burns since January 2018 within her current role, supporting the administration and client service tasks for the team. Carlee obtained her Office Administration Diploma at Lethbridge College in 2011. Carlee has experience working with two other prominent financial services firms in Southern Alberta since 2011, helping clients in the area of everyday banking, insurance, as well as most recently an assistant to the chief executive of a Credit Union.
On a more personal note, Carlee moved to Lethbridge in the summer of 2009 from Vauxhall, Alberta, where she grew up. Growing up she was involved in many different sports but mainly playing hockey for teams throughout Southern Alberta for 12 years. When not at work she enjoys spending time with her husband, and two daughters which includes lots of camping with family and friends in the summer months.
As a member of the Tax and Estate Planning team, Nav offers expertise in tax planning, estate planning, wealth transfer and corporate reorganizations.
Nav has over 7 years of taxation experience and joins us from a mid-sized, international accounting firm as a Tax Manager in Calgary where he gained significant experience in working with high net worth clients and business owners in tax and estate planning involving trusts, developing remuneration strategies, Capital Gains Exemption planning and corporate re-organizations. In addition, he has many years of experience in preparing and reviewing personal, corporate, and trust tax returns. Nav is a Chartered Professional Accountant (CPA, CA), and is currently pursuing his Trust and Estate Planning designation (TEP).
As a member of the Wealth Management Consulting team, Jennifer brings together the Knowledge and experience of our in house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans. Jennifer holds her Bachelors of Economics, CIM, Chartered Investment Manager and is a CERTIFIED FINANCIAL PLANNER® professional
Jennifer has over 17 years’ experience in the financial services industry. Prior to joining BMO, she worked as a senior financial consultant where she provided complex financial planning, with focus on tax planning for professionals including professional corporation start-ups and wind downs. Jennifer has also worked for another financial instituiton where she provided financial planning, credit & investment management for numerous high net worth clients.